+2,249.3%
HUBB vs BNS
+1,463.9%
+785.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.6% |
| 7D | +1.1% | -1.3% | +2.4% | +1.9% |
| 30D | -9.6% | +4.0% | -13.6% | -11.9% |
| 3M | -6.2% | +13.8% | -20.0% | -13.4% |
| 6M | -6.2% | +32.7% | -38.8% | -21.0% |
| YTD | +3.4% | +27.6% | -24.2% | -11.1% |
| 1Y | +5.3% | +47.4% | -42.1% | -16.8% |
| 3Y | +44.4% | +129.0% | -84.6% | -12.9% |
| 5Y | +152.4% | +92.7% | +59.7% | +66.2% |
| 10Y | +437.0% | +182.1% | +255.0% | +179.5% |
| All | +2,249.3% | +1,463.9% | +785.4% | +348.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BNS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling